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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,369 | $210,698-58.1% | $178,014-50.4% | $145,959-39.5% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 15.30% | 386.27%-371.0pp | 294.80%-279.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $307 | $4,567-93.3% | $3,950-92.2% | $4,661-93.4% |
| Participant deferral / active EE | $1,376 | $6,958-80.2% | $6,276-78.1% | $6,689-79.4% |
| Admin fee / account holder | $5,840 | $12,016-51.4% | $10,362-43.6% | $13,398-56.4% |